Ariadne Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.68M Buy
42,338
+4
+0% +$161 0.76% 28
2025
Q4
$1.71M Buy
42,334
+22,358
+112% +$905K 0.71% 30
2025
Q3
$807K Buy
19,976
+689
+4% +$27.7K 0.36% 62
2025
Q2
$775K Buy
19,287
+12,838
+199% +$511K 0.37% 57
2025
Q1
$256K Sell
6,449
-622
-9% -$24.7K 0.13% 161
2024
Q4
$281K Buy
+7,071
New +$284K 0.13% 159

Other funds holding TOTL

Ariadne Wealth Management's TOTL Position: Q1 2026 in Review

Ariadne Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.01% in Q1 2026, buying an estimated $161 and bringing the position to 42,338 shares worth $1.68M. The position accounts for 0.76% of the portfolio, ranked #28.

Ariadne Wealth Management first reported a position in TOTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q4 2025. 357 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Ariadne Wealth Management held 42,338 shares of State Street DoubleLine Total Return Tactical ETF worth $1.68M as of Q1 2026.
  • Ariadne Wealth Management bought 4 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $161.
  • State Street DoubleLine Total Return Tactical ETF made up 0.76% of Ariadne Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Ariadne Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.71M in Q4 2025.
  • 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.